GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Sea Ltd.'s Money Machine Is Broken, Downside Is Not Fully Priced-In
With fundamentals deteriorating and the Fed signalling an aggressive rate hike outlook, Sea’s 33% move seems unwarranted. The downside potential is...
564 Views
GoTo IPO - Past Performance Hasn't All Been Great
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. In this note, we look at the...
386 Views
Hong Kong: Where Have Shorts Increased & Decreased?
From 31 Jan to 4 March, most shorted stocks are Tencent, China Merchants Bank, AIA Group, Alibaba, JD.com, Meituan, Xiaomi, JD Health and Xinyi...
403 Views
JD.com Tencent Div Distribution - The US$10bn Overhang - Passives Might Have to Sell
On 23rd Dec, Tencent declared a dividend in the form of distribution in specie of 457.326m shares of JD.com, i.e. 1 share of JD.com for every 21...
390 Views